
Tracy Shepard
Co-manager

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About me
Administrative Professional | Human Resources Specialist | Health & Welfare Benefits | 401(k) | HR Compliance | Employee Communications | Vendor Relations | Focus on Employee Experience
Education

Bradley University
-Bachelor of Science (B.S.) Business Management and AdministrationMinor in PsychologySumma cum Laude
Experience

Kroger
Jul 1993 - Aug 1995Co-managerPerformed all management functions for busy grocery store, in conjunction with the Store Manager.> Interviewed, selected, trained, developed, disciplined and evaluated employees.> Administered merchandising programs.> Maintained reports and analyzed figures.> Openly communicated with subordinates, superiors, outside vendors and customers.

Jumer's Castle Lodge
Nov 1995 - Jul 1996Sales AssistantProvided support for Sales Managers of busy hotel.> Assisted customers booking banquet, meeting and group rooms.> Assisted Director of Sales and Sales Managers with their duties.> Maintained client filing system.

PAL Health Technologies
Jul 1996 - Nov 1998Human Resources CoordinatorSole HR representative for manufacturing company. Handled all aspects of HR, including the following: recruiting, employee benefits, company policies, labor relations, new employee orientation, personnel records, employee appraisal, disciplinary and termination proceedings and HR compliance.

Janus Capital Group
Jan 1999 - Jun 2012Executed all aspects of health and welfare plan administration for U.S. and international offices, including compliance, Annual Enrollment and employee communications.Health and Welfare Plan Administration> Researched and implemented plan changes each year to maintain status of employer with top quartile benefits, while staying within budget guidelines. > Created and managed several successful Requests for Proposal (RFPs) for new vendors.> Directed setup of benefits of several countries where we opened new offices, while managing renewal and ongoing benefits in established foreign locations.Health and Welfare Compliance> Executed required documents and actions to maintain benefit plan compliance.> Researched in detail the requirements of the Affordable Care Act (Health Care Reform), then executed planning and implementation for those regulations that affected the business and the employees.> Developed online HIPAA training program for employees, making the process more comprehensive, consistent and trackable.Annual Enrollment Planning and Execution> Successfully coordinated entire Annual Enrollment process each year, including plan design, setup and testing of enrollment system, written employee communications, presenting at Annual Enrollment meetings and performing post-enrollment audits.Employee Communication> Created well-received and comprehensive new hire benefits booklet and presentation for orientation.> Developed several communications for rollout of new High Deductible Health Plan with a Health Savings Account (HSA).> Created an Annual Enrollment Guide for employees each year, describing the benefit changes for the upcoming year and also reminding them of other benefits available.> Presented at employee benefit meetings, including new hire orientation, Annual Enrollment meetings and informational meetings throughout the year. Show less
Senior Benefits Specialist
Sept 2003 - Jun 2012Benefits Specialist
Jul 2000 - Sept 2003Benefits Assistant
Jan 1999 - Jul 2000

Jefferson County Public Schools
Mar 2015 - Jan 2017Substitute Paraprofessional
Young Americans Center for Financial Education
Apr 2016 - Dec 2018Programs Assistant
Junior Achievement USA
Aug 2018 - Jun 2019Open Enrollment SpecialistWorked on a project basis, running communications for the Annual Enrollment project. Also worked this same project July 2014-March 2015.> Wrote and maintained project plan and timeline.> Created all Annual Enrollment communications for associates and COBRA participants, including postcard, flyer, booklet.> Coordinated mailings with other required documents.> Planned retiree communications.> Created and presented Annual Enrollment webinar for associates.

AimHire
Apr 2021 - Apr 2023Human Resources SpecialistResponsible for variety of HR functions for staffing firm:> Managed all aspects of health, welfare, and 401(k) plan administration for both internal staff and field staff> Planned and executed entire Annual Enrollment process each year, including renewal, communications, employee meetings, and enrollment> Ensured HR compliance, including employment laws for Colorado and Tennessee in addition to health and welfare laws and regulations> Planned and implemented process improvements for the HR team> Performed other HR duties such as unemployment administration, event planning and employee recognition Show less

Colorado School of Mines
Dec 2023 - nowResearch Administrator - Office of the Dean, Earth & Society Programs
Aug 2024 - nowAdministrative Assistant - Office of the Dean, Earth & Society Programs
Dec 2023 - Jul 2024
Licenses & Certifications
- View certificate

Microsoft 365 Copilot First Look
LinkedInNov 2023
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